Cambridge Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $16.1K | Hold |
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|
2023
Q4 | $18.6K | Sell |
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|
2023
Q3 | $17.9K | Sell |
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|
2023
Q2 | $29.9K | Hold |
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|
2023
Q1 | $32.4K | Hold |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $34K | Sell |
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|
2022
Q1 | $111K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $262K | Buy |
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